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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,490 | $61,660-21.4% | $80,022-39.4% | $64,173-24.4% |
| Participation rate | 79.5% | 71.7%+7.9pp | 75.8%+3.7pp | 69.6%+10.0pp |
| Annual return | -1.09% | -0.33%-0.8pp | 11.22%-12.3pp | 7.63%-8.7pp |
| Employer contribution / active EE | $2,107 | $1,810+16.4% | $2,468-14.6% | $2,381-11.5% |
| Participant deferral / active EE | $4,058 | $2,968+36.7% | $3,686+10.1% | $3,470+17.0% |
| Admin fee / account holder | $105 | $5,417-98.1% | $6,521-98.4% | $4,887-97.9% |